)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Static reports from HubSpot and QuickBooks don’t give you the real-time visibility you need for revenue decisions. You need a live dashboard that connects both systems and updates automatically throughout the day.
Here’s how to create a real-time dashboard in Google Sheets that blends HubSpot deals with QuickBooks invoices for complete revenue visibility.
Build live revenue dashboards with automated data synchronization using Coefficient
Coefficient enables real-time dashboard creation in Google Sheets by connecting live HubSpot deals data with QuickBooks invoices data. This eliminates the static reporting limitations of both platforms’ native dashboards and gives you unified revenue visibility.
How to make it work
Step 1. Import HubSpot deal data.
Import deal data including Deal ID, Deal Name, Amount, Stage, Close Date, and Associated Company. Use Coefficient’s filtering capabilities to focus on closed-won deals or specific date ranges for your dashboard needs.
Step 2. Import QuickBooks invoice data.
Import Invoice data with Customer Name, Invoice Amount, Invoice Date, Invoice Number, and Status. Coefficient’s “From Objects & Fields” method lets you select exactly the invoice fields needed for your dashboard.
Step 3. Configure real-time synchronization.
Set up automated refreshes (hourly recommended for real-time dashboards) so both HubSpot and QuickBooks data updates automatically. This solves the major limitation of QuickBooks’s static reports that require manual regeneration.
Step 4. Create dashboard visualizations.
Build pivot tables, charts, and summary metrics that blend both datasets. Create conversion rate calculations, revenue attribution by deal source, and pipeline-to-cash velocity metrics using the live data from both systems.
Get real-time revenue visibility now
Real-time dashboards give you current deal status and invoice data without manual updates, providing true visibility into your funnel-to-cash performance. Start building your live revenue dashboard today.
